# Stacy Starr

> Stacy Starr is a fee-only financial advisor at OLD Oak Financial Planning in Brighton, Michigan, who holds the CFP credential. OLD Oak Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stacy-starr/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** OLD Oak Financial Planning
- **Based in:** Brighton, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $160.3M across 653 accounts
- **Credentials:** CFP
- **CRD:** 7613829 (https://adviserinfo.sec.gov/individual/summary/7613829)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.oldoakfinancial.com

## Frequently asked questions

### Is Stacy Starr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stacy holds no broker registration, and OLD Oak Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stacy charge for financial advice?

Stacy's firm, OLD Oak Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stacy Starr based?

Stacy Starr is based in Brighton, Michigan.

### What credentials does Stacy Starr hold?

Stacy Starr holds the CFP credential.

### Is Stacy Starr registered with the SEC?

Yes. Stacy Starr is registered as an investment adviser representative in MI (CRD 7613829), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OLD Oak Financial Planning manage?

OLD Oak Financial Planning reports $160.3M across 653 accounts in assets under management.

### How do I contact Stacy Starr?

Through Stacy's website, www.oldoakfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7613829): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.